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Stresses at spoke elbows

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Cycling Equipment
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10 January 2007
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17 January 2007
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Ben C
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  1. A recent thread entitled "I fixed a broken spoke" about various things
    including stresses at spoke elbows got so long it starting disappearing
    off the ends of people's newsreaders. But since some people are still
    interested in it it was suggested I should do a summary.

    I'll try to keep it as short I can. No attributions, but most of the
    material is originally from either Jobst or jim beam. Any
    misrepresentations are unintentional.

    Stress and stress relief
    ------------------------

    This is a picture of a spoke sitting in a hole in a hub flange.

    sHHHHHH <--- Hub
    sssssssssss
    sHHHHHH s
    s
    <-d->s <--- Spoke
    s
    s
    s
    RIM

    If you pull the spoke along its axis towards the rim either the spoke
    bends a bit more at the elbow, or the spoke cuts into the body of the
    hub, or a bit of both.

    We'll consider the first possibility in isolation first, so assume for
    now that the hub hole is not deformable at all (this is pretty much the
    case for a steel hub).

    In the diagram the perpendicular distance from the spoke to the hub
    flange has been labelled <-d->. The longer this distance, the lower the
    force required to bend the spoke. The product of F and d is called a
    "moment".

    As this distance approaches zero, the force required to bend the spoke
    absolutely flush with the flange approaches the force that would be
    required to stretch a spoke plastically-- a force that's significantly
    higher than spoke tension in a finished bicycle wheel.

    In other words, to achieve this situation:

    sHHHHHH
    ssssssss
    sHHHHHHs
    s
    s
    s
    s

    just by pulling on the spoke would take a LOT of force.

    Suppose you pull on the spoke with a force that gradually increases from
    zero up to about normal tension, corresponding with screwing up the
    nipple as you build the wheel. As the spoke bends towards the hub the
    distance "d" gets shorter, and it gets harder to bend the spoke. Soon
    you reach an equilibrium position in which the applied force holds the
    bend where it is, but is unable to make it any tighter.

    This applied force will hold the outside of the bend at just about the
    yield stress of the material-- after all it's just been yielding (i.e.
    bending) and you haven't relaxed the force, so it will be kept at yield.

    So the spoke will not be quite flush with the flange, but some distance
    "d" from it. How big is "d" exactly? I don't know for sure, I should
    work it out, it isn't hard, and it's an important detail.

    If you rode away on the bike like that you would expect rapid fatigue at
    the spoke elbows since steel, like many materials, doesn't last very
    long if it's cycled (repeatedly tensioned and relaxed again) at a high
    mean stress.

    But if you pull on the spoke a bit harder still and let go of it again,
    you can plastically stretch the outside of the elbow a little bit
    further, with the result that when you relax that momentary overload,
    the outside of the elbow is left at a much lower stress.

    This improves the life of the wheel, and is called "mechanical stress
    relief".

    Hub deformation
    ---------------

    We've all seen the indentations around the exit holes of used hubs, and
    we know that hubs are often made of aluminium that is softer than the
    stainless steel used for spokes.

    So what if the elbow doesn't bend at all, but instead just digs itself
    into the hub a bit as it's pulled flush to the flange by normal
    tensioning, and perhaps by some overload applied deliberately during the
    build?

    When you take an old wheel apart, you can often tell which spokes were
    "inbound" and which were "outbound" by the different elbow bends, which
    implies that the elbows _did_ bend as they were pulled towards the rim.
    But the picture is confused because many builders bend the elbows
    manually with their thumb or a crank-arm (which takes relatively little
    force to do because of the position and direction in which the force is
    applied).

    We have seen inbound and outbound spokes from one poster, who advocates
    against premature elbow-thumbing, that showed a barely perceptible
    difference in elbow angle.

    Of course if the elbow doesn't bend, or the hub is too soft to support
    the force required to hold a bend in the elbow, there's no reason to
    believe that the outside of the elbow will remain at yield stress after
    spoke tensioning.

    Both spoke bending and hub deformation
    --------------------------------------

    As tension is gradually applied to the spoke, at first it starts to bend
    a bit, but as the spoke's exit line approaches parallel to the force
    line, the moment becomes too small for it to continue to bend, and the
    spoke elbow is held at yield stress.

    In this scenario, as the tension is increased further, the pressure on
    the inside of the hub starts to deform the exit hole, and the spoke
    continues to pull closer to the flange, not by bending but by cutting
    into the hub slightly.

    This reduces the distance "d" even further, which means that the stress
    at the spoke elbow actually reduces, even though the applied force is
    still growing slowly as we wind the nipple. The moment Fd gets smaller
    because although F is increasing, d is reducing more rapidly. In other
    words, as the pivot around which we're twisting the spoke deforms, the
    spoke unbends a bit.

    We said at the start that to pull the spoke completely flush to the
    flange around a non-deformable pivot would take significantly more spoke
    tension than we ever get in a bicycle wheel.

    So one possibility is that the spoke doesn't end up completely flush.
    Another is that hub-hole deformation allows the spoke to pull flush, and
    a consequence of this is that the spoke elbow does not remain at yield
    after tensioning. There may still be some stress at the elbow though--
    how far the bend gets relaxed depends on the extent of each of these
    effects.

    Spoke Line Correction
    ---------------------

    So far we've been talking about building a wheel by just putting the
    spokes in and tightening them up, followed perhaps by some momentary
    overload process to relieve bending stress at the elbow.

    But many builders push the spokes towards the flange earlier in the
    process with their thumbs or old crank arms. If the elbow angle can be
    made just right before the spoke is tensioned, then it won't need to
    bend during the build, and we can expect the spoke to lie flush to the
    flange when we're finished without requiring either hub-hole deformation
    or yield stress at the elbow.

    But is it possible to get the angle just right? In theory, no, on the
    grounds that you cannot bend the spoke further than flush (the flange is
    in the way), and that after you bend it it's always going to bounce back
    a little bit.

    In practice I'm not so sure. If the spoke is still quite loose, it may
    not be sitting in quite its final position in the hub hole. If you can
    hinge it back a bit before bending it, it seems at least possible that
    you should be able to exceed the angle of the flange.

    Which is right?
    ---------------

    We can be fairly sure that spoke tension cannot hold the bend at yield
    for the small value of "d" implied by flushness, and therefore that if
    the spoke really is truly flush when we've finished, the bend is no
    longer at yield.

    So is the spoke truly flush? How far away does it have to be for it to
    be reasonable for normal spoke tension to hold the elbow at yield?

    It's hard to say. Small differences in angles and lengths is all it
    takes one way or the other. Furthermore the spoke may end up bent into a
    kind of question-mark shape just where it exits the flange, meaning it
    can lie flat a bit further away, requiring less tension to keep it
    there, but making it look flush unless you inspect very carefully around
    where it exits the hole. The tighter the radius of the question-mark's
    hook, the more tension is required, although the geometry gets much more
    complicated at this scale. Do we see hooks? What are their radii? It
    would help to have a close look at a few wheels, especially ones that we
    knew hadn't undergone manual spoke line correction, but even then it
    would be hard to know exactly what to conclude.

    A good argument against hub-hole deformation relaxing yield stress at
    the elbow (or in any way mitigating the bending of the elbow) is that we
    would expect any deformation of the hub to happen sooner rather than
    later in the build process. As the wire first starts to sink into the
    aluminium, the contact patch is a thin line on the surface of the spoke
    which sinks in like a knife blade. But as more of the wire sinks in, the
    size of the contact quickly grows, and the amount of compressed
    aluminium pushing it back increases. By the time the spoke is getting
    near the flange, it's already sunk in enough that the apparently soft
    aluminium hub is effectively no longer deformable.

    My own conclusion is that theory doesn't tell us for sure whether or not
    the spoke elbow is kept at or close to yield by spoke tension. More
    evidence is needed. Carl puts it best: "the spokes do whatever they do
    regardless of our red herrings".

    It also depends on the choice of components used, in particular the
    length of the elbow shanks and the orientation of the hub holes, which
    varies even between different recent hubs from the same manufacturer as
    people have been discussing recently. The situation may be different in
    different wheels.

    We have good ancedotal evidence that temporarily overloading the spokes
    after tensioning produces more durable wheels. We know that this process
    would relieve tensile stress at the elbow if it were there, and that
    that would improve fatigue life.

    On the other hand the temporary overload may have other benefits. It may
    be that it helps seat the spokes into the hub, it may just be that
    temporarily underloading the spokes (a sideeffect of certain
    temporary-overload procedures) takes out windup.

    Or it may have no positive benefits at all. The anecdotal evidence it
    does something useful is good, but as time goes by the components we buy
    from the manufacturers change with quite significant differences in
    materials, geometry and importantly surface finish which is known to be
    highly significant in fatigue failure.

    It's less clear how different processes of stress relieving could do any
    harm, although I think mechanisms may have been suggested by which that
    is possible. As far as I remember I think we're all pretty much agreed
    that the "Mavic Method" is probably beneficial and unlikely to do any
    harm.

    "Residual stress"
    -----------------

    The bend stress that may exist at the spoke elbow after tensioning that
    I've been describing is sometimes called "residual stress". I believe
    this is the term used in Jobst's book _The Bicycle Wheel_.

    This seems a reasonable thing to call it on the plain-English grounds
    that it's residual (left-over after bending) and it's stress.

    But the term has another technical sense to describe stresses inside a
    material that remain after plastic bending and spring-back. When you
    bend a wire, the material near the skin goes through bigger angle
    changes than the stuff nearer the centre. After the wire springs back
    (the bend bounces out a bit), you're left with the unyielded interior
    pushing elastically against the yielded exterior.

    Note that these stresses are compressive on the outside of the bend and
    tensile on the inside, so if present in a spoke would actually mitigate
    the tensile stress on the outside of the elbow that may remain after
    bending.

    The spoke-toasting experiment of Carl Fogel indicated that these
    residual stresses are relieved at tensions below what you expect in a
    normal wheel anyway.

    But these are not the same "residual stresses" as the bend stress
    remaining at the elbow that we've been talking about. However many of us
    didn't realize that that was what we were talking about until quite late
    in the day.

    Is is correct to use the term "residual stress" for this bend stress
    remaining at the elbow? I don't know, but I do know I promised Ed
    Pirrero a 500-post flame war on the subject. So, gentlemen, in your own
    time, start whenever you're ready.

    Residual stress of a similar kind to that remaining after spring-back
    may remain in spokes after fabrication, and here we get into the
    descriptions of the fabrication process. It would seem that the
    spoke-toasting is good evidence that these stresses, if present, are
    relieved anyway by normal tensioning, but there are also arguments
    people have made against that.

    A simple test for presence of residual stress from fabrication is the
    chloride test.

  2. Ben C said:

    But the term has another technical sense to describe stresses inside a
    material that remain after plastic bending and spring-back. When you
    bend a wire, the material near the skin goes through bigger angle
    changes than the stuff nearer the centre. After the wire springs back
    (the bend bounces out a bit), you're left with the unyielded interior
    pushing elastically against the yielded exterior.

    Note that these stresses are compressive on the outside of the bend and
    tensile on the inside, so if present in a spoke would actually mitigate
    the tensile stress on the outside of the elbow that may remain after
    bending.

    Only if the spoke was relaxed. If a spoke is bent and held in the bent
    position, the skin forces are the same as the core forces.

    Quoted message said:

    The spoke-toasting experiment of Carl Fogel indicated that these
    residual stresses are relieved at tensions below what you expect in a
    normal wheel anyway.

    Carl heated a (relaxed) previously bent spoke. Heating will relieve
    internal stresses, but a spoke heated with a torch will heat from the
    outside in, relaxing the skin before the core. In this case, the core
    forces will bend the spoke before they also relax.

    Quoted message said:

    Residual stress of a similar kind to that remaining after spring-back
    may remain in spokes after fabrication, and here we get into the
    descriptions of the fabrication process. It would seem that the
    spoke-toasting is good evidence that these stresses, if present, are
    relieved anyway by normal tensioning, but there are also arguments
    people have made against that.

    Carl's experiment also unbent the spoke, reducing the core elastic
    forces, so smaller changes with heating would be expected.

    Quoted message said:

    A simple test for presence of residual stress from fabrication is the
    chloride test.

    It is neither simple nor a sure fire indicator. Stress corrosion
    cracking is dependent on the alloy (none of the spoke manufacturers
    reveal theirs). It involves high temperature solution exposure for long
    periods (ASM G36). SCC cracks often have very low growth rates (in the
    order of years per mm). The cracks are typically small intergranular and
    are only visible under magnification, often only after sectioning and
    polishing.

    I was inspired by this article:
    http://www.lanl.gov/residual/

    to think about using a similar method to reveal residual stresses.

    I bent a spoke sharply (small radius on a vise). I clamped the small
    (~1"😉 part in the vise so that the remainder extended vertically. I
    fixed a indicator behind the spoke so I could measure deflection of the
    vertical part (~10"😉. Using a Dremel tool with a very thin cutoff disk
    at low rpm, I began to remove material from the outside of the bend. I
    did this slowly and gradually over the course of about 10 min., until I
    had removed about 90% of the cross section.

    I found that removing material from the outside of the bend cause the
    spoke to bend more (smaller angle). The change was small, perhaps 2-3mm
    movement at the end. I repeated the experiment with the same result.
    Next, I tried the same experiment only removing material from the inside
    of the bend. This time I saw the same magnitude of change, but in the
    opposite direction, a slight unbending (the angle grew larger).

    Lastly, I repeated the experiment with an unused DT spoke. I clamped
    just the head in the vise so the elbow would be exposed and cut a slit
    on the outside of the bend. The spoke bent more (to a smaller angle),
    much the same as the bends I had made myself. My conclusion is that the
    DT bend has the same residual as mine.

    I'd like someone else to try this to confirm my results.

    For the record, I torch-heated a 90 deg. bend and saw a similar amount
    of deflection as in my test (a few mm) in the same direction Carl did.

  3. On Wed, 10 Jan 2007 06:17:31 -0600, Ben C <[email hidden]> wrote:

    [snip]

    Dear Ben,

    Thanks for the summary.

    Two missing details may be important.

    The spoke holes in the flange are counterbored on both ends, so at the
    scale of a spoke, the lip of the spoke hole is pre-curved to an
    appreciable degree.

    But I suspect that even with the help of the counterbore, the outer
    spokes rarely (if ever)lie flat on the hub flange for their whole
    length.

    Here's your diagram modified:

    s\HHHHHHH/ <--undamaged counter-bore
    ssssssss
    s/HHHHH\s <--some bedding-gouging
    \s
    \s
    |s
    |.s
    |..s <--spoke still curves off flange
    |..s . = gap, the d of Ben's diagram
    |.s
    |s
    |s <--now bent flat against flange
    |s by hand for a long stretch
    |s
    s
    s
    s
    rim

    That is, the spoke never lies flat on the hub flange near the elbow.
    Short of using a hammer and steel mandrel, bending to adjust the spoke
    line always leaves a little space where the elbow curves away from the
    hub, the gap d that interests you.

    Here's a diagram from p. 80 of "The Bicycle Wheel," 3rd edition,
    showing the ever-present gap d:

    http://i16.tinypic.com/2qdzpt4.jpg

    The idealized diagram doesn't show the flange counterboring--note that
    the artist has the angled spoke head sitting above the idealized
    right-angle hole through the flange.

    But the diagram does show the additional slight complication of the
    spoke cocking in the hole through the flange, due to the slight
    clearance.

    Cheers,

    Carl Fogel

  4. Ben C said:

    Both spoke bending and hub deformation
    --------------------------------------

    As tension is gradually applied to the spoke, at first it starts to bend
    a bit, but as the spoke's exit line approaches parallel to the force
    line, the moment becomes too small for it to continue to bend, and the
    spoke elbow is held at yield stress.

    In this scenario, as the tension is increased further, the pressure on
    the inside of the hub starts to deform the exit hole, and the spoke
    continues to pull closer to the flange, not by bending but by cutting
    into the hub slightly.

    This reduces the distance "d" even further, which means that the stress
    at the spoke elbow actually reduces, even though the applied force is
    still growing slowly as we wind the nipple.

    You are speculating about the "stress at the spoke elbow", and there are
    several stresses at work.

    The only important thing is, that after tensioning, the spoke (depending
    on whether its initial angle was too big or too small) is either trying
    to open up or close at the bend. In the first case (too small an initial
    bend angle) the tension from bending is on the inside, in the second
    case, on the outside. Tension is the only important bending stress
    because it gets added to the axial tension.

    If spokes break (fatigue) on the outside of the bend, it can only mean
    that the initial angle was too great. That the spoke doesn't lie flat to
    the (angled) flange is only a symptom of that. In the other case (too
    small an angle), lying flat to the flange tells you nothing.

    When you momentarily increase the spoke tension by a large amount during
    stress relief, you yield the areas at or near (tensile) yield. It
    doesn't matter if they are on the inside or outside of the bend. It has
    the same effect (for those small regions) of briefly increasing the bend
    in the direction it wants to go (to be perfect), yielding material
    further in that direction and (when released) lowering the tensile
    stress there. This is pretty much what would occur if you could just
    bend the spoke further in the direction it wanted to go.

    If outbound spokes show a change from obtuse (factory) to acute after
    tensioning, it's only because the initial angle was too great.
    Correcting the spoke line (at the hub, after tensioning) can't
    completely eliminate the discrepancy; the tensile stresses will be on
    the outside of the elbows, and if not stress relieved, the spokes will
    fail there.

  5. Peter Cole said:

    Ben C wrote:

    Quoted message said:


    It is neither simple nor a sure fire indicator. Stress corrosion
    cracking is dependent on the alloy (none of the spoke manufacturers
    reveal theirs). It involves high temperature solution exposure for long
    periods (ASM G36). SCC cracks often have very low growth rates (in the
    order of years per mm). The cracks are typically small intergranular and
    are only visible under magnification, often only after sectioning and
    polishing.


    FWIW when I first started with the Aerospace company I worked for, I
    did a bunch of tests on spokes, (1) Including stress corrosion and
    micro sectioning. To the best of my ability to test (no scanning
    electron microscope or gas chromatograph) the DT spokes I looked at
    were 304, rockwell / uts / mag-perm / sheer / acid etch etc. all
    pointed in that direction and since it is the most common grade of
    stainless used and relatively cheap I am reasonably confident that I am
    correct.

    but as it was 12+ years ago now the odds of the test pieces still
    being around are slim..

    As an aside and since I can't provide the test pieces or results
    anymore, the grain structure and the stress corrosion results supported
    the idea that residual stress existed at the elbow.. that stress wanted
    the spoke to straighten.

    (1) and one or two tests of hubs, welds cranks etc. as I used up the
    extra bits I acquired over the years.

  6. Peter Cole said:
    Ben C said:

    But the term has another technical sense to describe stresses inside a
    material that remain after plastic bending and spring-back. When you
    bend a wire, the material near the skin goes through bigger angle
    changes than the stuff nearer the centre. After the wire springs back
    (the bend bounces out a bit), you're left with the unyielded interior
    pushing elastically against the yielded exterior.

    Note that these stresses are compressive on the outside of the bend and
    tensile on the inside, so if present in a spoke would actually mitigate
    the tensile stress on the outside of the elbow that may remain after
    bending.

    Only if the spoke was relaxed. If a spoke is bent and held in the bent
    position, the skin forces are the same as the core forces.

    Yes, that was what I was trying to clarify, I think-- the distinction
    between applied stress at the elbow and the sort of residual stresses
    you get when you bend and allow to spring back.

    Quoted message said:
    Quoted message said:

    The spoke-toasting experiment of Carl Fogel indicated that these
    residual stresses are relieved at tensions below what you expect in a
    normal wheel anyway.

    Carl heated a (relaxed) previously bent spoke. Heating will relieve
    internal stresses, but a spoke heated with a torch will heat from the
    outside in, relaxing the skin before the core. In this case, the core
    forces will bend the spoke before they also relax.

    Yes isn't that the principle-- if you heat it and it unbends a bit that
    means you have residual stresses, or have I misunderstood?

    [snip]

    Quoted message said:
    Quoted message said:

    A simple test for presence of residual stress from fabrication is the
    chloride test.

    It is neither simple nor a sure fire indicator. Stress corrosion
    cracking is dependent on the alloy (none of the spoke manufacturers
    reveal theirs). It involves high temperature solution exposure for long
    periods (ASM G36). SCC cracks often have very low growth rates (in the
    order of years per mm). The cracks are typically small intergranular and
    are only visible under magnification, often only after sectioning and
    polishing.

    So I guess you don't hold out much hope for the couple of samples I've
    left in a jar of salt water...

    [snip]

    Quoted message said:

    Lastly, I repeated the experiment with an unused DT spoke. I clamped
    just the head in the vise so the elbow would be exposed and cut a slit
    on the outside of the bend. The spoke bent more (to a smaller angle),
    much the same as the bends I had made myself. My conclusion is that the
    DT bend has the same residual as mine.

    Excellent result!

    Actually that test could possibly even be done in an assembled wheel,
    before and after stress-relief.

  7. Ben C said:

    On 2007-01-10, Peter Cole <[email hidden]> wrote:

    Quoted message said:
    Quoted message said:
    Quoted message said:

    The spoke-toasting experiment of Carl Fogel indicated that these
    residual stresses are relieved at tensions below what you expect in a
    normal wheel anyway.


    Carl heated a (relaxed) previously bent spoke. Heating will relieve
    internal stresses, but a spoke heated with a torch will heat from the
    outside in, relaxing the skin before the core. In this case, the core
    forces will bend the spoke before they also relax.

    Yes isn't that the principle-- if you heat it and it unbends a bit that
    means you have residual stresses, or have I misunderstood?

    As I said, the tensioning unbent the spoke, removing most of the
    stresses that way. The spokes in wheels remain bent.

    Quoted message said:


    [snip]

    Quoted message said:
    Quoted message said:

    A simple test for presence of residual stress from fabrication is the
    chloride test.


    It is neither simple nor a sure fire indicator. Stress corrosion
    cracking is dependent on the alloy (none of the spoke manufacturers
    reveal theirs). It involves high temperature solution exposure for long
    periods (ASM G36). SCC cracks often have very low growth rates (in the
    order of years per mm). The cracks are typically small intergranular and
    are only visible under magnification, often only after sectioning and
    polishing.

    So I guess you don't hold out much hope for the couple of samples I've
    left in a jar of salt water...

    [snip]

    Quoted message said:

    Lastly, I repeated the experiment with an unused DT spoke. I clamped
    just the head in the vise so the elbow would be exposed and cut a slit
    on the outside of the bend. The spoke bent more (to a smaller angle),
    much the same as the bends I had made myself. My conclusion is that the
    DT bend has the same residual as mine.

    Excellent result!

    I'm not sure it's excellent. It's a data point that seems to answer
    whether spokes have residual stresses from manufacture. I'll wait for
    others to comment/confirm.

    Quoted message said:

    Actually that test could possibly even be done in an assembled wheel,
    before and after stress-relief.

    I don't see how. I wouldn't want to cut a 90% slit through a loaded
    spoke, nor do I think that would show anything.

  8. Quoted message said:
    Peter Cole said:

    Ben C wrote:

    Quoted message said:

    It is neither simple nor a sure fire indicator. Stress corrosion
    cracking is dependent on the alloy (none of the spoke manufacturers
    reveal theirs). It involves high temperature solution exposure for long
    periods (ASM G36). SCC cracks often have very low growth rates (in the
    order of years per mm). The cracks are typically small intergranular and
    are only visible under magnification, often only after sectioning and
    polishing.


    FWIW when I first started with the Aerospace company I worked for, I
    did a bunch of tests on spokes, (1) Including stress corrosion and
    micro sectioning. To the best of my ability to test (no scanning
    electron microscope or gas chromatograph) the DT spokes I looked at
    were 304, rockwell / uts / mag-perm / sheer / acid etch etc. all
    pointed in that direction and since it is the most common grade of
    stainless used and relatively cheap I am reasonably confident that I am
    correct.

    but as it was 12+ years ago now the odds of the test pieces still
    being around are slim..

    As an aside and since I can't provide the test pieces or results
    anymore, the grain structure and the stress corrosion results supported
    the idea that residual stress existed at the elbow.. that stress wanted
    the spoke to straighten.

    (1) and one or two tests of hubs, welds cranks etc. as I used up the
    extra bits I acquired over the years.

    Thanks, another data point (in the same direction).

  9. On 2007-01-10, Peter Cole <[email hidden]> wrote:
    [snip]

    Quoted message said:
    Quoted message said:

    Actually that test could possibly even be done in an assembled wheel,
    before and after stress-relief.

    I don't see how. I wouldn't want to cut a 90% slit through a loaded
    spoke, nor do I think that would show anything.

    If the outside elbow of an outbound spoke was under tension, and you cut
    a little slit at the outside of the bend, would it not tear open a bit?

    I mean the slit tear open, the elbow bend would become more acute. The
    idea is you make the material a bit thinner so it starts to strain
    visibly if it's under stress.

  10. Quoted message said:

    On Wed, 10 Jan 2007 06:17:31 -0600, Ben C <[email hidden]> wrote:

    [snip]

    Dear Ben,

    Thanks for the summary.

    Two missing details may be important.

    The spoke holes in the flange are counterbored on both ends, so at the
    scale of a spoke, the lip of the spoke hole is pre-curved to an
    appreciable degree.

    But I suspect that even with the help of the counterbore, the outer
    spokes rarely (if ever)lie flat on the hub flange for their whole
    length.

    Here's your diagram modified:

    s\HHHHHHH/ <--undamaged counter-bore
    ssssssss
    s/HHHHH\s <--some bedding-gouging
    \s
    \s
    |s
    |.s
    |..s <--spoke still curves off flange
    |..s . = gap, the d of Ben's diagram
    |.s
    |s
    |s <--now bent flat against flange
    |s by hand for a long stretch
    |s
    s
    s
    s
    rim

    This is a much better diagram. Note that "d" here doesn't work in quite
    the same way as in my simplified diagram. The general principle is still
    about right: that the bigger d is, the less tension you require to keep
    the bend yielding, and that as d tends to zero the tension required
    tends to the maximum (the amount you'd need to stretch the spoke
    plastically). But straightening the hook of the question mark is rather
    more difficult geometry than the simple moment F x d in the simplified
    diagram.

  11. Ben C said:

    On 2007-01-10, Peter Cole <[email hidden]> wrote:
    [snip]

    Quoted message said:
    Quoted message said:

    Actually that test could possibly even be done in an assembled wheel,
    before and after stress-relief.


    I don't see how. I wouldn't want to cut a 90% slit through a loaded
    spoke, nor do I think that would show anything.

    If the outside elbow of an outbound spoke was under tension, and you cut
    a little slit at the outside of the bend, would it not tear open a bit?

    I mean the slit tear open, the elbow bend would become more acute. The
    idea is you make the material a bit thinner so it starts to strain
    visibly if it's under stress.

    Try it and get back to me.

  12. In article <[email hidden]>,

    Peter Cole said:

    I bent a spoke sharply (small radius on a vise). I clamped the small
    (~1"😉 part in the vise so that the remainder extended vertically. I
    fixed a indicator behind the spoke so I could measure deflection of
    the vertical part (~10"😉. Using a Dremel tool with a very thin cutoff
    disk at low rpm, I began to remove material from the outside of the
    bend. I did this slowly and gradually over the course of about 10
    min., until I had removed about 90% of the cross section.

    I found that removing material from the outside of the bend cause the
    spoke to bend more (smaller angle). The change was small, perhaps
    2-3mm movement at the end. I repeated the experiment with the same
    result. Next, I tried the same experiment only removing material from
    the inside of the bend. This time I saw the same magnitude of change,
    but in the opposite direction, a slight unbending (the angle grew
    larger).

    Lastly, I repeated the experiment with an unused DT spoke. I clamped
    just the head in the vise so the elbow would be exposed and cut a
    slit on the outside of the bend. The spoke bent more (to a smaller
    angle), much the same as the bends I had made myself. My conclusion
    is that the DT bend has the same residual as mine.

    I'd like someone else to try this to confirm my results.

    Well, the next step would be to take a spoke that has been treated to
    Jobst stress-relieving method and see if it behaves the same way, and to
    take a spoke that has been built into a wheel but not stress-relieved
    and see if that too behaves the same way. If Jobst's stress relieving
    method works, it would be reasonable to predict that the angle of the
    spoke would change somewhat less on the tensioned-but-not-relieved
    spoke, and would change much less on the stress-relieved spoke.

  13. Ben C said:

    A recent thread entitled "I fixed a broken spoke" about various things
    including stresses at spoke elbows got so long it starting disappearing
    off the ends of people's newsreaders. But since some people are still
    interested in it it was suggested I should do a summary.

    I'll try to keep it as short I can. No attributions, but most of the
    material is originally from either Jobst or jim beam. Any
    misrepresentations are unintentional.

    Stress and stress relief
    ------------------------

    This is a picture of a spoke sitting in a hole in a hub flange.

    sHHHHHH <--- Hub
    sssssssssss
    sHHHHHH s
    s
    <-d->s <--- Spoke
    s
    s
    s
    RIM

    If you pull the spoke along its axis towards the rim either the spoke
    bends a bit more at the elbow, or the spoke cuts into the body of the
    hub, or a bit of both.

    We'll consider the first possibility in isolation first, so assume for
    now that the hub hole is not deformable at all (this is pretty much the
    case for a steel hub).

    In the diagram the perpendicular distance from the spoke to the hub
    flange has been labelled <-d->. The longer this distance, the lower the
    force required to bend the spoke. The product of F and d is called a
    "moment".

    As this distance approaches zero, the force required to bend the spoke
    absolutely flush with the flange approaches the force that would be
    required to stretch a spoke plastically-- a force that's significantly
    higher than spoke tension in a finished bicycle wheel.

    In other words, to achieve this situation:

    sHHHHHH
    ssssssss
    sHHHHHHs
    s
    s
    s
    s

    just by pulling on the spoke would take a LOT of force.

    Suppose you pull on the spoke with a force that gradually increases from
    zero up to about normal tension, corresponding with screwing up the
    nipple as you build the wheel. As the spoke bends towards the hub the
    distance "d" gets shorter, and it gets harder to bend the spoke. Soon
    you reach an equilibrium position in which the applied force holds the
    bend where it is, but is unable to make it any tighter.

    This applied force will hold the outside of the bend at just about the
    yield stress of the material-- after all it's just been yielding (i.e.
    bending) and you haven't relaxed the force, so it will be kept at yield.

    So the spoke will not be quite flush with the flange, but some distance
    "d" from it. How big is "d" exactly? I don't know for sure, I should
    work it out, it isn't hard, and it's an important detail.

    If you rode away on the bike like that you would expect rapid fatigue at
    the spoke elbows since steel, like many materials, doesn't last very
    long if it's cycled (repeatedly tensioned and relaxed again) at a high
    mean stress.

    But if you pull on the spoke a bit harder still and let go of it again,
    you can plastically stretch the outside of the elbow a little bit
    further, with the result that when you relax that momentary overload,
    the outside of the elbow is left at a much lower stress.

    This improves the life of the wheel, and is called "mechanical stress
    relief".

    Hub deformation
    ---------------

    We've all seen the indentations around the exit holes of used hubs, and
    we know that hubs are often made of aluminium that is softer than the
    stainless steel used for spokes.

    So what if the elbow doesn't bend at all, but instead just digs itself
    into the hub a bit as it's pulled flush to the flange by normal
    tensioning, and perhaps by some overload applied deliberately during the
    build?

    When you take an old wheel apart, you can often tell which spokes were
    "inbound" and which were "outbound" by the different elbow bends, which
    implies that the elbows _did_ bend as they were pulled towards the rim.
    But the picture is confused because many builders bend the elbows
    manually with their thumb or a crank-arm (which takes relatively little
    force to do because of the position and direction in which the force is
    applied).

    We have seen inbound and outbound spokes from one poster, who advocates
    against premature elbow-thumbing, that showed a barely perceptible
    difference in elbow angle.

    Of course if the elbow doesn't bend, or the hub is too soft to support
    the force required to hold a bend in the elbow, there's no reason to
    believe that the outside of the elbow will remain at yield stress after
    spoke tensioning.

    Both spoke bending and hub deformation
    --------------------------------------

    As tension is gradually applied to the spoke, at first it starts to bend
    a bit, but as the spoke's exit line approaches parallel to the force
    line, the moment becomes too small for it to continue to bend, and the
    spoke elbow is held at yield stress.

    In this scenario, as the tension is increased further, the pressure on
    the inside of the hub starts to deform the exit hole, and the spoke
    continues to pull closer to the flange, not by bending but by cutting
    into the hub slightly.

    This reduces the distance "d" even further, which means that the stress
    at the spoke elbow actually reduces, even though the applied force is
    still growing slowly as we wind the nipple. The moment Fd gets smaller
    because although F is increasing, d is reducing more rapidly. In other
    words, as the pivot around which we're twisting the spoke deforms, the
    spoke unbends a bit.

    We said at the start that to pull the spoke completely flush to the
    flange around a non-deformable pivot would take significantly more spoke
    tension than we ever get in a bicycle wheel.

    So one possibility is that the spoke doesn't end up completely flush.
    Another is that hub-hole deformation allows the spoke to pull flush, and
    a consequence of this is that the spoke elbow does not remain at yield
    after tensioning. There may still be some stress at the elbow though--
    how far the bend gets relaxed depends on the extent of each of these
    effects.

    Spoke Line Correction
    ---------------------

    So far we've been talking about building a wheel by just putting the
    spokes in and tightening them up, followed perhaps by some momentary
    overload process to relieve bending stress at the elbow.

    But many builders push the spokes towards the flange earlier in the
    process with their thumbs or old crank arms. If the elbow angle can be
    made just right before the spoke is tensioned, then it won't need to
    bend during the build, and we can expect the spoke to lie flush to the
    flange when we're finished without requiring either hub-hole deformation
    or yield stress at the elbow.

    But is it possible to get the angle just right? In theory, no, on the
    grounds that you cannot bend the spoke further than flush (the flange is
    in the way), and that after you bend it it's always going to bounce back
    a little bit.

    In practice I'm not so sure. If the spoke is still quite loose, it may
    not be sitting in quite its final position in the hub hole. If you can
    hinge it back a bit before bending it, it seems at least possible that
    you should be able to exceed the angle of the flange.

    Which is right?
    ---------------

    We can be fairly sure that spoke tension cannot hold the bend at yield
    for the small value of "d" implied by flushness, and therefore that if
    the spoke really is truly flush when we've finished, the bend is no
    longer at yield.

    So is the spoke truly flush? How far away does it have to be for it to
    be reasonable for normal spoke tension to hold the elbow at yield?

    It's hard to say. Small differences in angles and lengths is all it
    takes one way or the other. Furthermore the spoke may end up bent into a
    kind of question-mark shape just where it exits the flange, meaning it
    can lie flat a bit further away, requiring less tension to keep it
    there, but making it look flush unless you inspect very carefully around
    where it exits the hole. The tighter the radius of the question-mark's
    hook, the more tension is required, although the geometry gets much more
    complicated at this scale. Do we see hooks? What are their radii? It
    would help to have a close look at a few wheels, especially ones that we
    knew hadn't undergone manual spoke line correction, but even then it
    would be hard to know exactly what to conclude.

    A good argument against hub-hole deformation relaxing yield stress at
    the elbow (or in any way mitigating the bending of the elbow) is that we
    would expect any deformation of the hub to happen sooner rather than
    later in the build process. As the wire first starts to sink into the
    aluminium, the contact patch is a thin line on the surface of the spoke
    which sinks in like a knife blade. But as more of the wire sinks in, the
    size of the contact quickly grows, and the amount of compressed
    aluminium pushing it back increases. By the time the spoke is getting
    near the flange, it's already sunk in enough that the apparently soft
    aluminium hub is effectively no longer deformable.

    My own conclusion is that theory doesn't tell us for sure whether or not
    the spoke elbow is kept at or close to yield by spoke tension. More
    evidence is needed. Carl puts it best: "the spokes do whatever they do
    regardless of our red herrings".

    It also depends on the choice of components used, in particular the
    length of the elbow shanks and the orientation of the hub holes, which
    varies even between different recent hubs from the same manufacturer as
    people have been discussing recently. The situation may be different in
    different wheels.

    We have good ancedotal evidence that temporarily overloading the spokes
    after tensioning produces more durable wheels. We know that this process
    would relieve tensile stress at the elbow if it were there, and that
    that would improve fatigue life.

    On the other hand the temporary overload may have other benefits. It may
    be that it helps seat the spokes into the hub, it may just be that
    temporarily underloading the spokes (a sideeffect of certain
    temporary-overload procedures) takes out windup.

    Or it may have no positive benefits at all. The anecdotal evidence it
    does something useful is good, but as time goes by the components we buy
    from the manufacturers change with quite significant differences in
    materials, geometry and importantly surface finish which is known to be
    highly significant in fatigue failure.

    It's less clear how different processes of stress relieving could do any
    harm, although I think mechanisms may have been suggested by which that
    is possible. As far as I remember I think we're all pretty much agreed
    that the "Mavic Method" is probably beneficial and unlikely to do any
    harm.

    "Residual stress"
    -----------------

    The bend stress that may exist at the spoke elbow after tensioning that
    I've been describing is sometimes called "residual stress". I believe
    this is the term used in Jobst's book _The Bicycle Wheel_.

    This seems a reasonable thing to call it on the plain-English grounds
    that it's residual (left-over after bending) and it's stress.

    But the term has another technical sense to describe stresses inside a
    material that remain after plastic bending and spring-back. When you
    bend a wire, the material near the skin goes through bigger angle
    changes than the stuff nearer the centre. After the wire springs back
    (the bend bounces out a bit), you're left with the unyielded interior
    pushing elastically against the yielded exterior.

    Note that these stresses are compressive on the outside of the bend and
    tensile on the inside, so if present in a spoke would actually mitigate
    the tensile stress on the outside of the elbow that may remain after
    bending.

    The spoke-toasting experiment of Carl Fogel indicated that these
    residual stresses are relieved at tensions below what you expect in a
    normal wheel anyway.

    But these are not the same "residual stresses" as the bend stress
    remaining at the elbow that we've been talking about. However many of us
    didn't realize that that was what we were talking about until quite late
    in the day.

    no, they're exactly the same kind of thing. the profile may be slightly
    different because the bend radius is different, but the principle is
    identical.

    Quoted message said:


    Is is correct to use the term "residual stress" for this bend stress
    remaining at the elbow? I don't know, but I do know I promised Ed
    Pirrero a 500-post flame war on the subject. So, gentlemen, in your own
    time, start whenever you're ready.

    Residual stress of a similar kind to that remaining after spring-back
    may remain in spokes after fabrication, and here we get into the
    descriptions of the fabrication process. It would seem that the
    spoke-toasting is good evidence that these stresses, if present, are
    relieved anyway by normal tensioning, but there are also arguments
    people have made against that.

    if there's residual stress at the elbow from manufacture, there's
    residual stress at the elbow from manufacture. but presumption is not
    any form of quantification. theory is that there's compressive [i.e.
    fatigue mitigating] stress on the outside of spoke elbows, but they
    still break there anyway - and they /don't/ break where tensile residual
    stress is highest. since residual stress theory and observed failures
    are not in accord, the role residual stress plays in spoke fatigue is at
    best "unproven".

    Quoted message said:


    A simple test for presence of residual stress from fabrication is the
    chloride test.

    indeed.

    all in all, from my first reading, a pretty decent summary. but i'll
    have to get back to you if you want more detail. time limited.

  14. Quoted message said:
    Peter Cole said:

    Ben C wrote:

    Quoted message said:

    It is neither simple nor a sure fire indicator. Stress corrosion
    cracking is dependent on the alloy (none of the spoke manufacturers
    reveal theirs). It involves high temperature solution exposure for long
    periods (ASM G36). SCC cracks often have very low growth rates (in the
    order of years per mm). The cracks are typically small intergranular and
    are only visible under magnification, often only after sectioning and
    polishing.


    FWIW when I first started with the Aerospace company I worked for, I
    did a bunch of tests on spokes, (1) Including stress corrosion and
    micro sectioning. To the best of my ability to test (no scanning
    electron microscope or gas chromatograph) the DT spokes I looked at
    were 304, rockwell / uts / mag-perm / sheer / acid etch etc. all
    pointed in that direction and since it is the most common grade of
    stainless used and relatively cheap I am reasonably confident that I am
    correct.

    but as it was 12+ years ago now the odds of the test pieces still
    being around are slim..

    As an aside and since I can't provide the test pieces or results
    anymore, the grain structure and the stress corrosion results

    what did you use?

    Quoted message said:

    supported
    the idea that residual stress existed at the elbow.. that stress wanted
    the spoke to straighten.

    (1) and one or two tests of hubs, welds cranks etc. as I used up the
    extra bits I acquired over the years.

    good to hear - someone that actually did testing!!! it would be great
    if you could share more detail.

  15. Peter Cole said:

    It is neither simple nor a sure fire indicator. Stress corrosion cracking
    is dependent on the alloy (none of the spoke manufacturers reveal theirs).

    The Wheelsmith website < http://www.wheelsmith.com/index_files/wsspokes.htm

    Quoted message said:

    was talked about recently here. I noticed that they also use 304


    stainless steel.

  16. On Wed, 10 Jan 2007 20:53:36 -0900, "Andrew Lee"

    whatsupandrewathotmaildotcom said:
    Peter Cole said:

    It is neither simple nor a sure fire indicator. Stress corrosion cracking
    is dependent on the alloy (none of the spoke manufacturers reveal theirs).

    The Wheelsmith website < http://www.wheelsmith.com/index_files/wsspokes.htm

    Quoted message said:

    was talked about recently here. I noticed that they also use 304


    stainless steel.

    Dear Andrew,

    As a sidelight on what spokes are made of, Jobst pointed out the
    change in spoke materials between the first and second edition of "The
    Bicycle Wheel":

    "In contrast to spokes tested for the first edition of this book,
    these spokes withstood substantial elongation before failure,
    indicating improved spoke materials."

    Graphs in the first and second editions indicate that DT 2mm straight
    stainless steel spokes tested in the 1st edition (1981) failed at ~700
    lbs of stress and ~2.6 mm of strain, while DT 2mm straight stainless
    steel spokes tested in the second edition (1988) failed at ~700 lbs of
    stress again, but ~4.0 mm of strain.

    Somehow the "stainless steel" in 2mm DT spokes became 50% stretchier.

    There's also an obvious difference between the carbon steel and the
    stainless steel spokes pulled to destruction in the first edition. The
    carbon spokes have a sharp failure peak, while the stainless steel
    spokes have much stretchier, more rounded failure curve.

    Here's a crude comparison for the 2mm straight DT spokes in the two
    editions:

    1981 1981 1988
    carbon stainless stainless
    ^ .. . . . . .
    | / \ ' ' ' '
    L / / '
    B / / /
    S
    abcd abcdef abcdefgh
    STRETCH-->

    Cheers,

    Carl Fogel

  17. jim beam said:

    Ben C wrote:


    [snip]

    Quoted message said:
    Quoted message said:

    The spoke-toasting experiment of Carl Fogel indicated that these
    residual stresses are relieved at tensions below what you expect in a
    normal wheel anyway.

    But these are not the same "residual stresses" as the bend stress
    remaining at the elbow that we've been talking about. However many of us
    didn't realize that that was what we were talking about until quite late
    in the day.

    no, they're exactly the same kind of thing. the profile may be slightly
    different because the bend radius is different, but the principle is
    identical.

    Residual stress from fabrication seems close enough to what Carl (and
    more recently also Peter Cole) tested.

    But those tests tell us nothing about _applied_ stress at the elbow due
    to tension in the finished wheel. That's all I was saying.

  18. jim beam said:

    if there's residual stress at the elbow from manufacture, there's
    residual stress at the elbow from manufacture. but presumption is not
    any form of quantification. theory is that there's compressive [i.e.
    fatigue mitigating] stress on the outside of spoke elbows, but they
    still break there anyway - and they /don't/ break where tensile residual
    stress is highest. since residual stress theory and observed failures
    are not in accord, the role residual stress plays in spoke fatigue is at
    best "unproven".

    If we look at residual stresses and superimpose various applied stresses
    we see the following:

    Residual stress, going from inside to outside of the elbow:

    T C T C

    If we superimpose spoke tension:

    T+ C- T+ C-

    If we add stress relief momentary force:

    T++ C-- T++ C--

    Another case where the original angle is too small:

    T C T C (residual)
    T+ C- T+ C- (residual + spoke tension)
    T++ C-- T+- C-+ (residual + tension + bending force)
    T+++ C--- T+-+ C-+- (residual + tension + bending force + stress relief)

    Another case where the original angle is too large:

    T C T C (residual)
    T+ C- T+ C- (residual + spoke tension)
    T+- C-+ T++ C-- (residual + spoke tension + bending force)
    T+-+ C-+- T+++ C--- (residual + spoke tension + bending force + stress
    relief)

    The above illustrates only directions, not magnitudes, but if we assume
    "T++" and above will result in yield followed by a reduction in T, we
    can see that stress relief is beneficial in all 3 cases. It is important
    to remember that these stress regions have gradients and that the large
    relative change in initial absolute compression will give absolute
    tension, i.e. C--- ~= T+.

  19. jim beam said:
    Quoted message said:
    Peter Cole said:

    Ben C wrote:

    Quoted message said:

    It is neither simple nor a sure fire indicator. Stress corrosion
    cracking is dependent on the alloy (none of the spoke manufacturers
    reveal theirs). It involves high temperature solution exposure for long
    periods (ASM G36). SCC cracks often have very low growth rates (in the
    order of years per mm). The cracks are typically small intergranular and
    are only visible under magnification, often only after sectioning and
    polishing.


    FWIW when I first started with the Aerospace company I worked for, I
    did a bunch of tests on spokes, (1) Including stress corrosion and
    micro sectioning. To the best of my ability to test (no scanning
    electron microscope or gas chromatograph) the DT spokes I looked at
    were 304, rockwell / uts / mag-perm / sheer / acid etch etc. all
    pointed in that direction and since it is the most common grade of
    stainless used and relatively cheap I am reasonably confident that I am
    correct.

    but as it was 12+ years ago now the odds of the test pieces still
    being around are slim..

    As an aside and since I can't provide the test pieces or results
    anymore, the grain structure and the stress corrosion results

    what did you use?

    The NAS accelerated Stress corrosion test used for stainless
    fasteners.. I can't remember the number for the life of me.. spokes
    were pre-stressed in a fixture then underwent repeated immersion in
    salt water solution at elevated temp. I attempted to compensate for the
    hub rim offset..

    micro-sections were done and samples were Acid etched (Oxalic?
    Hydrofluoric? don't remember) / microscope showed inter-granular
    corrosion (grain boundary attack what ever the correct term is)
    concentrated under the spoke elbow but present as well under the head
    and in the threads.

    Quoted message said:
    Quoted message said:


    (1) and one or two tests of hubs, welds cranks etc. as I used up the
    extra bits I acquired over the years.

    good to hear - someone that actually did testing!!! it would be great
    if you could share more detail.

    I don't want people to get me wrong here I'm not an engineer I was a
    technician ( a damned good one, but still) I did this for personal
    interest and as practice when I was new in the job. My sample sizes
    were small and could very easily have been non-representational, but
    they are consistent with what other anecdotal evidence seems to show.

  20. Quoted message said:

    spokes
    were pre-stressed in a fixture then underwent repeated immersion in
    salt water solution at elevated temp. I attempted to compensate for the
    hub rim offset..

    Unfortunately, this makes these tests not say much about residual
    manufacturing stress.

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